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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,071 | $104,937-38.9% | $84,628-24.3% | $152,897-58.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 36.28% | 373.88%-337.6pp | 258.80%-222.5pp | 345.43%-309.1pp |
| Employer contribution / active EE | $11,608 | $3,303+251.4% | $2,653+337.5% | $4,764+143.7% |
| Participant deferral / active EE | $14,077 | $4,690+200.1% | $3,900+260.9% | $5,851+140.6% |
| Admin fee / account holder | $383 | $6,243-93.9% | $4,914-92.2% | $11,599-96.7% |